ASEAN Builder's Scoop (11Feb22) - DHLT Initial Results Inline
DHLT initial results inline; FIRT gradual improvements post restructuring; OHL gearing under control; Quarz Capital thinks MAGIC offer value...
415 Views
ASEAN Builder's Scoop (28Jan22) - CICT Office Cap Rates Compressed
MAGIC high occupancy a priority; ART RevPAU rebounded strongly; CDREIT underlying operations recovering; FHT QoQ ongoing recovery; MREIT to acquire...
340 Views
ASEAN Builder's Scoop (3Jan22) - MCT/MAGIC Merger
MCT/MAGIC merger; CICT buys Sydney office; KDCREIT buys UK DC; ART buys more US dormitories; ECWREIT buyers backed out; DASIN loan extension; VLL...
348 Views
The Week That Was in ASEAN@Smartkarma - Grab Expands, Alfamart, and Mapletree Mega-Merger
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
511 Views
ASEAN Builder's Scoop (25Nov21) - MAGIC Settles FW's Insurance Claims
MAGIC settles FW's insurance claims; New bonus GFA incentive scheme; FPL cancels VN acquisition; SASSR new CFO; SPSB likely exceeds 2021 sales...
402 Views